Thai Life Insurance Pre-IPO - Thoughts on Valuation and International Peer Comparison
Thai Life Insurance is looking to raise up to US$1bn in its upcoming Thailand IPO. In this note, we talk about valuations.
706 Views
ACommerce Pre-IPO - Updates Since Our Last Note - Probably Has to Scale Further to Become Profitable
aCommerce Group (ACOM TB) is looking to raise about US$200m in its upcoming Thailand IPO. In this note, we will discuss aCommerce's updates since...
621 Views
Thai Life Insurance Pre-IPO - Industry Dynamics and Domestic Peer Comparison Aren't Very Encouraging
Thai Life Insurance is looking to raise up to US$1bn in its upcoming Thailand IPO. In this note, we talk about the industry dynamics and undertake...
591 Views
The Week That Was in ASEAN@Smartkarma - Sea Ltd Lay-Offs, SCMA, and Kiatnakin Bank
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
449 Views
ECM Weekly (19th June 2022) - Tianqi, GoAir, China United, Hongjiu Fruit, Airtel/Singtel, ExaWizards
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
547 Views